RDWM

Red Door Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 22.03%
This Quarter Est. Return
1 Year Est. Return
+22.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$450M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$9.42M
3
+$7.83M
4
FDX icon
FedEx
FDX
+$6.35M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.32M

Top Sells

1
+$9.45M
2
+$1.58M
3
+$813K
4
FRC
First Republic Bank
FRC
+$418K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$364K

Sector Composition

1 Technology 18.14%
2 Financials 13.47%
3 Healthcare 10.64%
4 Consumer Discretionary 9.46%
5 Industrials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.37M 0.52%
5,339
+3,286
52
$2.3M 0.51%
+47,654
53
$2.21M 0.49%
11,409
+1,239
54
$2M 0.44%
9,060
-270
55
$1.87M 0.41%
12,469
56
$1.83M 0.41%
+21,100
57
$1.82M 0.4%
19,582
-223
58
$1.79M 0.4%
16,651
+754
59
$1.72M 0.38%
115,310
-633,355
60
$1.64M 0.36%
86,667
61
$1.63M 0.36%
24,451
+1,527
62
$1.6M 0.36%
16,404
+4,303
63
$1.52M 0.34%
18,550
64
$1.5M 0.33%
5,222
+1,316
65
$1.31M 0.29%
8,325
+5,895
66
$1.29M 0.29%
2,929
-95
67
$1.24M 0.28%
19,963
+13
68
$1.21M 0.27%
12,000
69
$1.18M 0.26%
11,134
+53
70
$1.13M 0.25%
42,795
+783
71
$1.12M 0.25%
27,026
+18,310
72
$1.07M 0.24%
+5,312
73
$1.06M 0.24%
16,710
+4,425
74
$1.06M 0.23%
7,836
-304
75
$1.04M 0.23%
+4,104
1 2
3
4 5